Posts by Vincent Kravec
Market Commentary | Insights Blog
Is Your Portfolio Positioned for Lower Rates?
Until recently, investors were no doubt pleased with the continued strong equity performance in 2024 that resulted in new highs in the major domestic indices and strong returns globally.
Investment Strategy | Insights Blog
Private Credit Today
On September 27th, Commonfund OCIO hosted an event in Minneapolis at the O’Shaughnessy Distilling Co. Following a tour and tasting at the facility, Nicole Melwood, Director, and Vincent Kravec,...
Investment Strategy | Insights Blog
Diversifying Your Fixed Income Portfolio With a Private Credit Allocation
Inflation, rising interest rates, inversion in the yield curve and the war in Ukraine combined to make 1Q22 a challenge for many asset classes and strategies. While there was the isolated shelter...
Investment Strategy | Insights Blog
Thoughts on the Role of Credit in Institutional Portfolios
While most institutional portfolios have allocations to investment grade corporate credit, as a strategic allocation high yield and emerging market credit (liquid credit) are sometimes overlooked....
Commonfund OCIO Point of View